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Estate Planning

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Protecting Your Heirs’ Inheritance

A Checklist for Passing on Assets to Beneficiaries Maybe because it isn’t pleasant to consider our own mortality, it is oftentimes too easy to delay the creation and maintenance of our estate plans. Nevertheless, establishing your final wishes and intentions in a clearly stated and understood way through the legal documentation found in an estate…

BIG changes coming to your Retirement Plans! What you need to know about the SECURE Act.

On May 23, 2019, the U.S. House of Representatives passed important retirement legislation called the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The Senate is likely to pass the bill and the President expected to sign as well. Under HR 1994, there are 3 important issues for estate planners and financial advisors to…

Everything You Should Know About Trusts

A trust, simply put, is a fiduciary arrangement intended to help you manage your wealth and assets in accordance with your wishes in the event of your death or incapacitation. A trust allows a third party, or trustee, the legal authority to manage, maintain, and distribute assets directed by the contents of the trust or…

Families with Young Children: Estate Planning Considerations

“Our young children are our lives and our greatest blessings. They mean everything to us and everything we do is with them in mind. They are our past and future put together, and they reflect all of our hopes and dreams combined. As parents of little ones ourselves, we know full well the deep love…

How to Include Cryptocurrencies in your Estate Plan

The primary goal of your estate plan is the overall protection of wealth and assets in the event of your death or incapacitation. It ensures your assets may be distributed, as you see fit, through a will or trust agreement. However, in order to accomplish that goal, it is vital any and every asset is…

The Importance of Family Legacy Planning

At its heart, an estate plan is deciding what would happen to your property and wealth in the time following your incapacity or death. It identifies who you would like to manage your assets, the beneficiaries of said assets, and can establish your final wishes in regards to how those assets will be distributed. Estate…

Why are we Raising Prices of our Estate Plans in 2019?

Since we opened our doors back in 2015, we have never once increased our prices.  That’s pretty much unheard of in our industry and something we are very proud to have been able to offer to our clients for so long. Beginning in January of 2019 though, we will be expanding our estate practice as…

Love, Marriage, & When to Update Your Estate Plan

Whether having recently married or you’re about to take the plunge, you more than likely have a lot on your mind. Wedding plans, family plans, and an entire lifetime together to think about. However, one thing you may not be thinking about is how your new marriage can and most certainly will affect your current…

The Opportunity of a Lifetime, Literally…

If you or your spouse are over 55 years old, there might be some big tax concerns you have when it comes to moving.  First, you’re worried about the large tax on capital gains. (But maybe you qualify for the $250K/$500K home sale exclusion).  Second, you probably bought your home at a lower price and if…

The Best and Worst Way to Own Your Property

PRIMARY HOMES If you are married and own a primary home, chances are you own it as either “joint tenants” (JT) or “community property with rights of survivorship” (CPWROS). Both are forms of joint ownership, so is there a difference? Oh yes!  A big difference. In California, you get what’s called a “step-up in basis”…

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Contact Us Today

We want you to feel comfortable discussing your legal issue with us, so we offer a free consultation to learn about your problem. Contact us today to setup a time to come in and talk with our team.